SURS Forms and Guides

The following alphabetical list provides access to forms that may not apply to your plan.
If you have any questions, please Contact Us.

Resources that are not hosted on this site are marked (external).

Jump to: A • B • C • D • F • I • J • M • P • Q • R • S • T • U • W

A
Address Change Form Annual Financial Report (Complete) Annual Financial Report -- Actuarial Section Annual Financial Report -- Finance Section Annual Financial Report -- Introduction Annual Financial Report -- Investment Section Annual Financial Report -- Statistical Section Annuitant Guide [Top of Page]
B
Benefit Choice Booklet--College Insurance Program, FY 2012 (external) Benefit Choice Booklet--College Insurance Program, FY 2013 (external) Benefit Choice Booklet--State, FY 2012 (external) Benefit Choice Booklet--State, FY 2013 (external) Benefit Choice Form--State, FY 2013 (external) Benefits Handbook (State Employees) (external) Benefits Handbook (State Retirees & Annuitants) (external) [Top of Page]
C
Central Management Services (CMS) (external) Cert. of Foreign Status of Beneficial Owner for US Tax Withholding (W8-BEN) (external) Change of Address Form College Insurance Program (CIP) Forms (external) College Insurance Program Benefit Choice Booklet--FY 2012 (external) College Insurance Program Benefit Choice Booklet--FY 2013 (external) [Top of Page]
D
Defined Benefit Plan Investment Information Dependent Recertification (external) Direct Deposit Authorization Form Domestic Partner Group Insurance Benefits (State Only) (external) [Top of Page]
F
Fidelity to Principal Transfer Form Fidelity to TIAA-CREF Transfer Form Furlough Application Furlough Fact Sheet [Top of Page]
I
Illinois General Assembly (ILGA) (external) Illinois Pension Code (external) Illinois Register (external) Illinois Statutory Short Form POA Insurance Forms (State) (external) Internal Revenue Service (IRS) (external) Investment Performance Summary [Top of Page]
J
Joint Committee on Administrative Rules (JCAR) (external) [Top of Page]
M
Medicare (external) Member Guide -- Portable Member Guide -- SMP Member Guide -- Traditional Military Leave Purchase Fact Sheet Military Leave Purchase Form [Top of Page]
P
Pending Administrative Rules Pending Legislation Plan Choice Videos Plan Comparison Matrix Portable Plan Member Guide Portable Plan Retirement Application Power of Attorney Short Form Provider-to-Provider Transfer Form: Fidelity to Principal Provider-to-Provider Transfer Form: Fidelity to TIAA-CREF Provider-to-Provider Transfer Form: TIAA-CREF to Fidelity Purchasing Service Credit Installment Brochure [Top of Page]
Q
QILDRO Brochure Qualifying Change in Status (State) (external) [Top of Page]
R
Recent Administrative Rules Recent Legislation Reciprocal Act Brochure (external) Request for Taxpayer Identification Number and Certification (W-9) (external) Retirement Choice Election Book Retirement Choice Election Form Retirement Preparation Checklist [Top of Page]
S
SMP Fund Overview SMP Member Guide SMP Service Providers SURS Employers Self-Managed Plan Insurance Booklet Self-Managed Plan Retirement Application Separation Refund Fact Sheet Social Security Administration (SSA) (external) Special Tax Notice Regarding Plan Payments State Benefit Choice Booklet--FY 2012 (external) State Benefit Choice Booklet--FY 2013 (external) State Benefit Choice Form, FY 2013 (external) State Employee Insurance Plan (external) State Employees Group Insurance Act of 1971 (external) State Insurance Change Form State Insurance Plan Forms (external) State Insurance Qualifying Change in Status (external) State of Illinois Employees - Benefits Handbook (external) State of Illinois Retirees & Annuitants - Benefits Handbook (external) [Top of Page]
T
TIAA-CREF to Fidelity Transfer Form Traditional Plan Member Guide Traditional Plan Retirement Application [Top of Page]
U
USERRA Military Leave Purchase Fact Sheet USERRA Military Leave Purchase Form [Top of Page]
W
W-4P (Withholding Certificate for Pension or Annuity Payments) (external) W-9 (Request for Taxpayer Identification Number and Certification) (external) W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding) (external) W8-BEN (Cert. of Foreign Status of Beneficial Owner for US Tax Withholding) INSTRUCTIONS (external) [Top of Page]